Could your Accounting System use a tune up?
Are you running your PM Company records through PM Software?
We separate your PM Company Accounting and optimize in QuickBooks or Xero.
- Set-up and optimize Quickbooks or Xero
- Hubdoc integration for online document storage
- Implement NARMP Standard Chart of Accounts
- Create Chart of Accounts mapping for easy implementation
- Develop Profit & Loss Statement report template
- Launch with current staff
Ready to transition your PM Company Financials from your internal staff? Let us handle the day to day bookkeeping, financial close and preparation of monthly Profit & Loss Statement.
- Online document storage of all bill copies
- Transition to Xero Accounting Software
- Categorization of transactions using NARPM Chart of Accounts
- Paperless Accounts Payable
- Month End Close
- Distribution of monthly Profit & Loss Statement
Accounting Set-Up required to start services
Do you have an excellent internal staff that could use some support? Could you benefit from a monthly review of your financial statements to improve your ability to make business decisions? If the answer is yes our Controller Service may be right for you.
- Accounting staff mentorship through bi-weekly zoom meetings
- Review categorized transactions for accuracy
- Month End Close oversight
- Preparation & analysis of Profit & Loss Statement
- Calculation of NARPM Standard Financial Metrics
- Monthly financial review with business owner